Purchases and Sales Made in Q4 2024 in Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD INDEX FDS S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
14+ 0.58% |
$7.31K - $7.82K
|
2.43K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13+ 2.2% |
$6.78K - $7.26K
|
603
$330K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
13+ 2.16% |
$6.78K - $7.26K
|
614
$336K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
13+ 2.55% |
$6.78K - $7.26K
|
523
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13+ 3.29% |
$6.78K - $7.26K
|
408
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
13+ 0.63% |
$6.78K - $7.26K
|
2.07K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
13New |
$6.78K - $7.26K
|
13
$7.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
13New |
$6.78K - $7.26K
|
13
$7.12K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.34% |
$6.26K - $6.71K
|
907
$497K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
12+ 0.59% |
$6.26K - $6.71K
|
2.06K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
12+ 0.21% |
$6.26K - $6.71K
|
5.63K
$3.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12+ 0.29% |
$6.26K - $6.71K
|
4.12K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 10.08% |
$6.26K - $6.71K
|
131
$71.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
12+ 0.72% |
$6.26K - $6.71K
|
1.68K
$923K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
12+ 0.27% |
$6.26K - $6.71K
|
4.49K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
12+ 1.6% |
$6.26K - $6.71K
|
762
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
12+ 0.85% |
$6.26K - $6.71K
|
1.43K
$784K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
11+ 2.76% |
$5.74K - $6.15K
|
410
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
11+ 1.84% |
$5.74K - $6.15K
|
608
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11+ 0.98% |
$5.74K - $6.15K
|
1.13K
$619K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
11+ 1.2% |
$5.74K - $6.15K
|
931
$510K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
11+ 0.34% |
$5.74K - $6.15K
|
3.22K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11+ 0.02% |
$5.74K - $6.15K
|
44.3K
$24.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
11+ 0.72% |
$5.74K - $6.15K
|
1.55K
$848K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
10+ 0.23% |
$5.22K - $5.59K
|
4.3K
$2.36M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
10+ 0.66% |
$5.22K - $5.59K
|
1.53K
$840K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.42% |
$5.22K - $5.59K
|
2.39K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
10+ 0.45% |
$5.22K - $5.59K
|
2.22K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10+ 1.68% |
$5.22K - $5.59K
|
605
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
10+ 0.81% |
$5.22K - $5.59K
|
1.25K
$685K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
10+ 0.61% |
$5.22K - $5.59K
|
1.64K
$901K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
10+ 0.6% |
$5.22K - $5.59K
|
1.67K
$917K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
10+ 0.57% |
$5.22K - $5.59K
|
1.76K
$964K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
10+ 1.88% |
$5.22K - $5.59K
|
542
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.47% |
$5.22K - $5.59K
|
2.14K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
10+ 0.58% |
$5.22K - $5.59K
|
1.73K
$946K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
10+ 0.81% |
$5.22K - $5.59K
|
1.25K
$683K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
10+ 0.59% |
$5.22K - $5.59K
|
1.72K
$942K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
10+ 1.64% |
$5.22K - $5.59K
|
620
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
10+ 0.82% |
$5.22K - $5.59K
|
1.24K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
10+ 2.59% |
$5.22K - $5.59K
|
396
$217K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.54% |
$4.7K - $5.03K
|
1.68K
$921K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
9+ 1.52% |
$4.7K - $5.03K
|
603
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9+ 0.49% |
$4.7K - $5.03K
|
1.83K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
9+ 1.19% |
$4.7K - $5.03K
|
766
$420K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
9+ 0.21% |
$4.7K - $5.03K
|
4.35K
$2.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
9+ 0.08% |
$4.7K - $5.03K
|
10.8K
$5.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9+ 1.16% |
$4.7K - $5.03K
|
788
$432K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
9+ 0.31% |
$4.7K - $5.03K
|
2.9K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
9+ 1.14% |
$4.7K - $5.03K
|
798
$437K
|